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Research & analysis on ASEAN investment

Commentary, briefings, and data on investment, regulation, and industry across Indonesia, Malaysia, Thailand, and Vietnam. Browse the full archive →

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FeaturedBehind the NumbersCommentary
Owning the Factory Isn’t Enough: The Approvals Behind Market Entry in Four ASEAN Economies

Owning the Factory Isn’t Enough: The Approvals Behind Market Entry in Four ASEAN Economies

A foreign manufacturer can own its factory outright in Indonesia, Malaysia, Thailand and Vietnam, yet the approvals for trading spare parts and selling maintenance decide whether its business plan works.

Nancy Xie·4 Nov 2026·10 min read
IndonesiaMalaysiaThailand
FeaturedThe Weekly ReadCommentary
The EU Is Quietly Signing Up Southeast Asia

The EU Is Quietly Signing Up Southeast Asia

Southeast Asian factories become the gateway to the EU — for those who make, not just assemble.

10 Jul 2026·3 min read
IndonesiaASEAN-wideEU
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The Weekly ReadCommentary
Vietnam’s Investment-Law Amendment Seeks to Balance Speed and Predictability

Vietnam’s Investment-Law Amendment Seeks to Balance Speed and Predictability

Vietnam’s proposed investment-law amendment seeks to open restricted sectors faster while keeping the rules predictable enough for long-term investors.

30 Oct 2026
VietnamFDI policyRegulation
Behind the NumbersCommentary

What 1,000 Rules and Incentives Reveal About Southeast Asia

Southeast Asia is changing the terms for foreign investors.

Nancy Xie·28 Oct 2026
IndonesiaMalaysiaThailand
The Weekly ReadCommentary
Indonesia's Two Investment Stories: Record FDI and a Stock Market Under Scrutiny

Indonesia's Two Investment Stories: Record FDI and a Stock Market Under Scrutiny

MSCI's proposal to reclassify Indonesia's stock market and the country's record foreign direct investment measure different things, and the cost of a weaker rupiah falls mainly on businesses earning in rupiah rather than on dollar-earning smelters.

22 Oct 2026
IndonesiaChinaMining & resources
Data PointsBriefing

Malaysia's RM226bn data-centre pipeline is built around local capacity

Malaysia's RM225.97 billion data-centre pipeline links construction scale to local-content rules, Malaysian hiring and workforce development.

21 Oct 2026
MalaysiaInfrastructureTechnology / Digital economy
Data PointsBriefing

Thailand's flood bill sits in a single province

The concentration of losses in Chonburi makes estate-level flood resilience a supply-chain and site-selection issue for manufacturers.

20 Oct 2026
ThailandManufacturingInfrastructure
The Weekly ReadCommentary
Europe’s Quota on Chinese Hybrids Also Affects Cars Built in Southeast Asia

Europe’s Quota on Chinese Hybrids Also Affects Cars Built in Southeast Asia

The EU's planned quota on Chinese hybrids takes the form of an EU-wide safeguard, so cars built in Southeast Asia may face it too; trade deals cut tariffs but not quotas, leaving Asian demand and parts exports as the region's clearer opportunities.

15 Oct 2026
IndonesiaThailandVietnam
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